0.60%
4.89%
8.34%
27.76%
66.60%
127.24%
281.54%
AI Spotlight on EVR
Company Description
Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally.It operates through two segments, Investment Banking and Investment Management.The Investment Banking segment offers strategic advisory services, such as mergers and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and transaction structuring; Capital Markets Advisory, including equity capital markets, restructuring, debt advisory, private placement advisory, market risk management and hedging, private capital advisory, and private funds; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients.
The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments; and manages financial assets for institutional investors.The company was formerly known as Evercore Partners Inc.and changed its name to Evercore Inc.
in August 2017.Evercore Inc.was founded in 1995 and is headquartered in New York, New York.
Market Data
| Last Price | 291.27 |
| Change Percentage | 0.60% |
| Open | 293.44 |
| Previous Close | 289.52 |
| Market Cap ( Millions) | 11088 |
| Volume | 476640 |
| Year High | 324.06 |
| Year Low | 168.04 |
| M A 50 | 288.19 |
| M A 200 | 245.51 |
Financial Ratios
| FCF Yield | 6.13% |
| Dividend Yield | 1.08% |
| ROE | 21.04% |
| Debt / Equity | 54.60% |
| Net Debt / EBIDTA | 45.63% |
| Price To Book | 7.16 |
| Price Earnings Ratio | 34.79 |
| Price To FCF | 16.31 |
| Price To sales | 3.95 |
| EV / EBITDA | 23.52 |
News
- Jan -17 - Evercore ISI's Amit Daryanani makes the bull case for Apple
- Jan -16 - I'm concerned near-term for J.B. Hunt, says Evercore ISI's Jonathan Chappell
- Jan -15 - Lineage views job cuts as 'non-event,' says Evercore ISI
- Jan -07 - Meta won't see material impact from tossing fact checking, says Evercore ISI's Mark Mahaney
- Jan -07 - Trump Win Meaningful For Large Ticket Deals, We Like Evercore Over Moelis
- Jan -03 - Evercore ISI to Host 11th Annual Utility CEO Conference, Jan. 8-10, 2025
- Jan -02 - Evercore Thrives on Improving M&A Trend Amid Escalating Costs
- Dec -30 - Evercore's Roger Altman reflects on Jimmy Carter's legacy
- Dec -26 - Evercore ISI's Mark Mahaney on why he is long Uber
- Dec -19 - Evercore ISI's Jonathan Chappell breaks down FedEx earnings, company separation and outlook
- Dec -17 - PPG price target lowered to $145 from $152 at Evercore ISI
- Dec -17 - LyondellBasell price target lowered to $90 from $110 at Evercore ISI
- Dec -17 - Linde price target raised to $490 from $465 at Evercore ISI
- Dec -17 - Eastman Chemical transferred with an In Line at Evercore ISI
- Dec -17 - Ecolab price target raised to $265 from $250 at Evercore ISI
- Dec -17 - Celanese price target lowered to $85 from $170 at Evercore ISI
- Dec -17 - AZZ Inc. transferred with an Outperform at Evercore ISI
- Dec -17 - Axalta Coating transferred with an Outperform at Evercore ISI
- Dec -17 - Ashland price target lowered to $85 from $100 at Evercore ISI
- Dec -17 - Air Products price target raised to $375 from $365 at Evercore ISI
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Investment Banking & Equities
Expected Growth : 8.97 %
What the company do ?
Evercore Inc.'s Investment Banking & Equities segment provides advisory services on mergers and acquisitions, restructuring, and equity and debt offerings, as well as sales, trading, and research services.
Why we expect these perspectives ?
Evercore Inc.'s 8.97% growth in Investment Banking & Equities is driven by increasing M&A activity, equity market volatility, and a strong advisory pipeline. The company's strategic expansion into new markets, enhanced product offerings, and a talented team of bankers have also contributed to this growth.
Segment n°2 -> Investment Management
Expected Growth : 8.1 %
What the company do ?
Evercore Inc.'s Investment Management segment provides investment advisory and management services to institutional clients, including pension funds, endowments, and foundations.
Why we expect these perspectives ?
Evercore Inc.'s 8.1% growth in Investment Management is driven by increasing demand for alternative assets, expansion into new markets, and strategic acquisitions. The company's expertise in wealth management and institutional client services also contributes to its growth. Additionally, the rising trend of outsourcing investment management functions by institutional investors and family offices further supports Evercore's growth momentum.
Evercore Inc. Products
| Product Range | What is it ? |
|---|---|
| Advisory Services | Evercore provides strategic advisory services to clients on mergers and acquisitions, divestitures, and other strategic transactions. |
| Equity Capital Markets | Evercore helps clients raise capital through initial public offerings, follow-on offerings, and other equity-related transactions. |
| Debt Capital Markets | Evercore assists clients in raising debt capital through bond issuances, high-yield bond offerings, and other debt-related transactions. |
| Restructuring and Debt Advisory | Evercore provides restructuring and debt advisory services to clients facing financial distress or seeking to optimize their capital structure. |
| Wealth Management | Evercore offers wealth management services to high-net-worth individuals, families, and institutions, providing investment advice and portfolio management. |
| Equity Research | Evercore provides equity research and analysis to institutional clients, covering a range of industries and sectors. |
Evercore Inc.'s Porter Forces
Threat Of Substitutes
Evercore Inc. operates in a niche market, providing investment banking and investment management services. While there are substitutes available, the company's strong brand reputation and expertise in its areas of focus mitigate the threat of substitutes.
Bargaining Power Of Customers
Evercore Inc.'s clients are primarily institutional investors and corporations, which have limited bargaining power due to the company's specialized services and expertise.
Bargaining Power Of Suppliers
Evercore Inc. has a diverse range of suppliers, including technology providers, consultants, and other service providers. The company's scale and reputation give it bargaining power over its suppliers.
Threat Of New Entrants
The investment banking and investment management industries have high barriers to entry, including regulatory hurdles and the need for significant capital and expertise. This limits the threat of new entrants.
Intensity Of Rivalry
The investment banking and investment management industries are highly competitive, with many established players competing for market share. Evercore Inc. must continually innovate and differentiate itself to maintain its market position.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 20.64% |
| Debt Cost | 3.95% |
| Equity Weight | 79.36% |
| Equity Cost | 11.13% |
| WACC | 9.65% |
| Leverage | 26.01% |
Evercore Inc. : Quality Control
Evercore Inc. passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| LPLA | LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the … |
| PIPR | Piper Sandler Companies operates as an investment bank and institutional securities firm that serves corporations, private equity groups, public entities, non-profit entities, and institutional investors in the United States and … |
| PJT | PJT Partners Inc., an investment bank, provides various strategic and capital markets advisory, restructuring and special situations, and shareholder advisory services to corporations, financial sponsors, institutional investors, and governments worldwide. … |
| SNEX | StoneX Group Inc. operates as a global financial services network that connects companies, organizations, traders, and investors to market ecosystem worldwide. Its Commercial segment provides risk management and hedging, exchange-traded … |
| HLI | Houlihan Lokey, Inc., an investment banking company, provides merger and acquisition (M&A), capital market, financial restructuring, and financial and valuation advisory services worldwide. It operates in three segments: Corporate Finance, … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
🥇
Piper Sandler
A-Score
1-Year Total Return ->
🥈
PJT Partners
A-Score
1-Year Total Return ->
🥉
StoneX
A-Score
1-Year Total Return ->
4
Houlihan Lokey
A-Score
1-Year Total Return ->
5
LPL Financial Holdings
A-Score
1-Year Total Return ->
6
